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DualEdge Invest

Let our unconventional view on investing inspire you. Discussing investment topics from a dual-edged point of view.

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Substack
PricingFreemiumPublishesTwice weekly
Issues140Founded2 years agoLast Issue6 months ago
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Latest Issues

The Economy of Attention

The older I get, the more I see it: the rarest form of capital isn’t money — it’s attention.
Where your attention goes, your life compounds.

Attention behaves exactly like capital.
Spend it carelessly and it leaks.
Allocate it with i...

6 months ago
15

Givaudan: FULL REPORT On The Hidden Architect of Taste, Scent, and Compounding Power

A full-circle investigation into one of the most quietly powerful companies on earth.

Investors love stories that sparkle. Tech revolutions, disruptive founders, ten‑bagger dreams. But sometimes the best investments are found in places tha...

7 months ago
10
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SAP - The Circle Of Competence

“You only have to be able to evaluate companies within your circle of competence. The size of that circle is not very important; knowing its boundaries, however, is vital”

- Warren Buffet -

Europe’s most valuable company isn’t LVMH or AS...

7 months ago
14
2

The Passive Bubble

In my previous post, I wrote about why I’ve been holding more cash lately. Not because I’ve suddenly entered my Warren Buffett era, but because I’m genuinely worried about where the Western world stands — and where it might be heading. Ray...

7 months ago
24

[UPDATE] -- Edenred SA -- A Quiet Giant

Reflecting On The Future

At the end of 2024, we ventured to perform one of our first stock analyses ever done: Edenred SA. Now, almost a year later, it’s time to make up the balance. Moreover, Edenred recently published their Sales Update...

7 months ago
8
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  • DualEdge Invest

    Two sharp minds, one investing edge. We bring you deep dives, behavioral insights, and strategic frameworks that cut through the noise. No fluff, no hype — just rigorous, witty, and honest analysis to sharpen your investing decisions.

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